Quantum Strategies Wealth Advisory provides investment advice and financial planning services to individuals, high net worth individuals, and businesses. Quantum Strategies offers asset management, variable annuity management, and services for retirement plans. Financial planning covers financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Assets Under Management$67M
Clients35
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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